Portfolio (Quarterly)
Guide ↗
Activest Wealth Management
· CIK 0001883134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | PMO | PUTNAM MUN OPPORTUNITIES TR | Financial Services | 3,775 | $40K | 0.01% | SOLD |
| 42 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 350 | $40K | 0.01% | SOLD |
| 43 | EPP | ISHARES INC | — | 735 | $37K | 0.01% | SOLD |
| 44 | KIE | SPDR SERIES TRUST | — | 612 | $37K | 0.01% | SOLD |
| 45 | DAX | GLOBAL X FDS | — | 798 | $36K | 0.01% | SOLD |
| 46 | DLY | DOUBLELINE YIELD OPPORTUNITI | Financial Services | 2,500 | $36K | 0.01% | SOLD |
| 47 | FSK | FS KKR CAP CORP | Financial Services | 2,300 | $34K | 0.01% | SOLD |
| 48 | HYD | VANECK ETF TRUST | — | 622 | $32K | 0.01% | SOLD |
| 49 | WGS | GENEDX HOLDINGS CORP | Healthcare | 240 | $31K | 0.01% | SOLD |
| 50 | PMM | PUTNAM MANAGED MUN INCOME TR | Financial Services | 4,500 | $28K | 0.01% | SOLD |
| 51 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 289 | $28K | 0.01% | SOLD |
| 52 | TLRY | TILRAY BRANDS INC | Healthcare | 3,000 | $27K | 0.01% | SOLD |
| 53 | — | MIDCAP FINANCIAL INVSTMNT CO | — | 2,266 | $26K | 0.01% | SOLD |
| 54 | MASI | MASIMO CORP | Healthcare | 187 | $24K | 0.01% | SOLD |
| 55 | — | CONFLUENT INC | — | 796 | $24K | 0.00% | SOLD |
| 56 | INDA | ISHARES TR | — | 438 | $24K | 0.00% | SOLD |
| 57 | — | BITFARMS LTD | — | 9,200 | $22K | 0.00% | SOLD |
| 58 | — | TELEFONICA S A | — | 5,314 | $22K | 0.00% | SOLD |
| 59 | XRPI | VOLATILITY SHS TR | — | 2,000 | $21K | 0.00% | SOLD |
| 60 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 282 | $20K | 0.00% | SOLD |
Sector Allocation
Financial Services
57.7%
Technology
24.4%
Communication Services
8.1%
Consumer Cyclical
5.2%
Healthcare
1.8%
Industrials
0.7%
Energy
0.7%
Basic Materials
0.5%
Real Estate
0.4%
Utilities
0.3%